You can create a new form to share with clients by following the steps below!
1. Navigate to https://app.practicespace.health/ |
2. Navigate to Papers from the left menu |
3. On the "My Form Templates" tab, click on "Create New" |
You'll be taken to the form builder.
4. Enter a name for the form.
5. Select the "Type" of the form.
Forms of type "Intake", "Consent", and "Mental Health" can be sent to clients. Forms of type "Clinical Note" or "Other" are for the practitioner and cannot be shared with the client.
6. You can add questions to your form by selecting a question type on the right panel.
7. After adding a question, you set the question title and description.
8. To mark a question as required, turn on the "Required field?" toggle. If a question is marked as required, a client cannot submit the form without answering this question.
9. Questions like "Multiple checkboxes" and "Radio buttons" allow you to add multiple options.
10. To add an option to that question, click on "Add option".
You've done a lot of work so far! Time to step back and look at the form you've built!
11. To preview your form, click on "Preview" button at the top of the page.
12. You can also preview what the form will look like on a mobile device by clicking on "Mobile".
13. Click "Edit" to go back to the form edit screen.
14. Click "Save" to save all the changes made to your form.
15. The newly added form will show a "New" badge so you know which form you've created!
You've now successfully created a form!